Integrating External Apps with Salesforce for Automations
Welcome to our guide on integrating external apps with Salesforce for enhanced workflow automation. Streamline processes and boost productivity. In this guide, we'll show you how to connect external apps to Salesforce, automate tasks, and supercharge your business operations.
1
Access App Manager
1
Log in to Salesforce
Log in to your Salesforce account.
2
Access "Setup"
Click on the gear icon in the upper right corner to access the "Setup" menu.
3
Go to "App Manager"
In the Quick Find search bar, type "Apps" and select "App Manager".
2
Create a New Connected App
In the App Manager, click on the "New Connected App" button.
3
Configure Connected App Details
1
Provide a name
Provide a name for your connected app (e.g., "Test Salesforce"). The API name will be automatically generated based on the app name.
2
Provide an email
Provide an email address.
3
Enable OAuth
Scroll down and enable OAuth Settings.
4
Provide Callback URL
Provide a callback URL (e.g., https://login.salesforce.com).
4
Set OAuth Scopes
Select the desired OAuth scopes for your connected app. These determine the level of access the external application will have in Salesforce.
For this example, we will give full access. However, it is best practice to provide only the necessary level of access. Move the selected scopes to the right-hand column.
5
Save and Create Connected App
Click the "Save" button to create your connected app. Wait for 2-10 minutes for the changes to take effect on the server before using the connected app.
6
Retrieve Client ID and Consumer Secret Key
Once the connected app is created, locate the "Consumer Key" and "Consumer Secret" on the connected app details page. These credentials will be used for authentication by external applications, such as Postman, to make REST API calls to Salesforce.
Congratulations! You've successfully learned how to integrate external apps with Salesforce for enhanced workflow automation. By connecting powerful external tools, you can automate tasks, reduce manual effort, and drive efficiency across your organization. Continuously explore new integration possibilities to optimize your workflows and stay ahead of the competition. Embrace the power of integration to unlock new levels of productivity and growth. Happy automating!
